chip demand

2 articles
Investing.comInvesting.com··Louis Navellier

Nvidia's Q4 Earnings Cap Strong AI Chip Demand Signals

Nvidia reports Q4 earnings February 25 amid strong AI chip demand signals from suppliers and customers, with analysts watching guidance for sustainability of AI spending trends.
NVDATSMSMCINvidia earningsGPU market
Investing.comInvesting.com··Jaachi Mbachu, Aciarb

Applied Materials Posts Strong Results, Projects 20%+ Growth in Semiconductor Equipment

Applied Materials beat expectations with 20%+ growth guidance for semiconductor equipment in 2026, driven by AI demand. Stock surged 12%.
SMHASMLAMATLRCXKLACAI infrastructuresemiconductor equipment